Dividend Growth Forum

Bought DFS, GOOG, HUM, SNA and DE

Dipped into the Cash Reserve 'cause I couldn't resist. Added to DHI and LEN. Homebuilders report strong earnings, their share price goes down - that's a sale for me.

New position in AN

Added OZK

new position in AN, OMC and FB

(07-21-2023, 12:10 PM)Mr1share Wrote: [ -> ]new position in AN, OMC and FB

I bought some META as well this morning. Wish I had bought more when it was $150 lol 

Added some PYPL as well. Been out of it since $179 lol. But I have to add some tech to my portfolio. Barely have any

NVDA ? Too late?

Added some Vz. It’s beaten down with close to 8% yield. Everyone seems to want to run from it. Fastgraph recommended recently as well. Divvy well covered with free cash flow. Happy to wait it out at these levels.

I am a bit late with this...
On July 6th I had my first transactions of this year.
Added to TD, O, AMGN, WEC NEE, NKE, JNJ, CSCO, DIS
Opened CMSCA, AEP
2021 ended with 42 companies
2022 with 40.
Now back to 42.
Last year T left the house. Looking at VZ, yet to me a BBB+ currently seems more a hold than a buy/open.

(07-25-2023, 02:37 AM)Forticus Wrote: [ -> ]I am a bit late with this...
On July 6th I had my first transactions of this year.
Added to TD, O, AMGN, WEC NEE, NKE, JNJ, CSCO, DIS
Opened CMSCA, AEP
2021 ended with 42 companies
2022 with 40.
Now back to 42.
Last year T left the house. Looking at VZ, yet to me a BBB+ currently seems more a hold than a buy/open.

Got the annual bonus? 

I'm curious about DIS.  I haven't been in that name since 2018 or so.  You'd think with their attempted monopoly on American culture that they would be flying high but they never seem to.  Do you see a brighter future for them?

(07-25-2023, 07:05 AM)ken-do-nim Wrote: [ -> ]Got the annual bonus? 

I'm curious about DIS.  I haven't been in that name since 2018 or so.  You'd think with their attempted monopoly on American culture that they would be flying high but they never seem to.  Do you see a brighter future for them?

Knock, knock! Who's there? Bonus. Bonus who?
Look's I should binge less Disney+ and read more.

Disney ... Holding a picture of 1969 showing me with SnowWhite on vinyl. Started buying DIS in 2017. Caught the falling knife on 3/23/2020. Future earnings growth seems 20%+. May the dividend pay my Disney+ subscription some day. In Fastgraphs we trust.

Damn RTX getting spanked today down over $13. I didn’t see this coming!

(07-25-2023, 08:46 AM)stockguru Wrote: [ -> ]Damn RTX getting spanked today down over $13. I didn’t see this coming!

Yeah I saw that. Not good. A lot of us own that compamy in here.

(07-25-2023, 08:46 AM)stockguru Wrote: [ -> ]Damn RTX getting spanked today down over $13. I didn’t see this coming!

Oh wow. Seems an overreaction to the engine news. Seriously considering restarting a position.